I’m happy to announce the release of vttwitter module (version 1.0)

vttwitter module provides basic integration with Twitter. Using this you can send updates (tweets) from vtiger CRM.

Give it a try today and update your feedback

Project URL: http://forge.vtiger.com/projects/vttwitter

Download the vttwitter-v1.0.zip and install using Module Manager.

It was a fun developing this module using vtlib API. Please look at the documentation for more details.

Merry Christmas and Happy new year!

Update: Renamed vtwitter to vttwitter on http://forge.vtiger.com

We wish you all A Happy New Year 2009

vtiger Team

In this update we are pleased to release two major features,

1. Workflow Module [Workflow Module.pdf].
2. Asterisk Integration [Asterisk Integration].

Workflow Module

Workflow module allows administrators to trigger actions when certain conditions are met. The following three types of workflow actions are supported,

• Create ToDo  (Calendar Activity)
• Send Email
• Invoke Function

Administrators can create new workflows and modify the default workflows bundled with vtiger CRM. Default workflows include,

• Inventory update when a Invoice is created (this workflow relies on ‘Invoke Function’ action). Administrators now have a choice to trigger the Inventory Update action, when Invoice is saved.

For more details on the Workflow, please refer to this [document].

Asterisk Integration

vtiger 5.1 will enable easy integration with Asterisk servers. This integration will benefit customers using Asterisk based IPBX platforms by providing the following capabilities in the CRM,

1. CRM pop-up alert with Contact details when a call comes in.
2. Click-to-Call function.
3. Incoming calls and Outgoing calls matched to a Contact will be filed in the Activity history for the Contact.
4. Call History log shows all Incoming and Outgoing Calls.

Minor enhancements included in this update :

1. Unique ID generation for all modules (similar to Invoice No) [Unique Module Numbering.pdf].
2. Record Change Indicator [Record Change Indicator].
3. Feedback and News link for Administrators.

Note: TCPDF upgraded to version 4.3.005 (We have upgraded tcpdf library but still not able to get support for lot of languages like Chinese, Japanese etc. Would be great if community members help us out in getting support for all languages.).

Other features added in previous updates of 5.1:

• Product Bundles [ProductBundles.pdf]
• Mass Edit [MassEdit.pdf]
• Mail Scanner [MailScanner.pdf]
• Recurring Invoice [RecurringInvoice.pdf](Updated)
• Faq attachments [FaqAttachments.pdf]
• Customer portal enhancements [CustomerPortalEnhancements.pdf]
• Web Services API [Webservices.pdf]
• Eventing API [Eventing.pdf]
• Import Feature Enhancement [ImportEnhancements.pdf]
• Configure Calendar Events [CustomEvents.pdf]
• Layout Editor [LayoutEditor.pdf]
• Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
• Previous and Next buttons for ease of navigation [Navigation.pdf]
• Recyclebin [ Recyclebin.pdf ]
• Role-based Custom views [ RolebasedCustomFilters.pdf ]
• Documents module [ DocumentsModule.pdf ]
• Popup Reminder for Calendar Events [PopupReminder.pdf]
• Multi Currency Support [multicurrency.pdf]
• Duplicate Records Handling [DuplicatesMerging.pdf]
• User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
• Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
• Local Backup Feature [LocalBackup.pdf]
• ‘Assign to Group’ option during Convert Lead
• Sending mail to Vendors (Similar to Accounts/Contacts/Users)
• Mailing Quote, SO, PO PDF directly similar to Invoice PDF
• Create Product through Quick Create
• Calendar Events filter based on Users

Demo Url : http://en.vtiger.com/wip
Customer portal Demo: http://en.vtiger.com/wip/customerportal
Source : http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

Note: Please do not use this source on Production server.

We have released a security patch for 5.0.4 that fixes the following security issues along with some critical bugs reported by the community. More details can be found in the release notes [VtigerCRM 5.0.4 SecurityPatch_ReleaseNotes].

Security Issues:-
1. Local File Disclosure
2. Cross-Site Scripting
3. SQL injection Vulnerbility
4. Arbatory File Upload

Trac Tickets:-
#5235: Patch Apply: Timeout settings need change
#5255: Cannot import more than 500 records
#5307: Campaign Related info getting lost
#5298: File attachment download gets corrupted
#5294: Organization image upload issue
#5231: Webmail qualify issue
#5268: Homepage dashboard link showing incorrect data in list view
#4847: Problem in selecting users/groups/profiles from the roles and groups edit view
#5393: Not able to delete default profiles/roles/users

We thank vtiger community for their support to detect the issues and help us resolve it. Special thank to Mark Piper, Fabian Fingerele, and Different Solutions.

Patch Download:
The 5.0.4 Security patch download is available here: [ VtigerCRM5.0.4_SecurityPatch]

NOTE: You will need to unpack the zip into your vtiger CRM folder. We recommend you to take a backup of your directory first before you unpack the patch.

Regards,
Asha
Vtiger Team

The latest update of vtiger CRM 5.1 introduced new support for Web Services.

The vtiger CRM Web Services API provides a well-defined API for development of new plugins and integration of third-party applications. This will ease development of applications/plugins around vtiger CRM and simplify integration with external applications as well.

We have provided a web services client library and a complete sample application to help with development of web services client applications.

vtwsclib - Web Services Client Library

vtwsclib (vtiger CRM Web Services Client Library) provides wrapper classes for PHP, Javascript, and Python, to use vtiger CRM web services. Using this library you can write new applications that integrate with vtiger CRM.

Project URL: http://forge.vtiger.com/projects/vtwsclib/
Download URL: http://forge.vtiger.com/frs/?group_id=181&release_id=459

Included is the sample application described below.

vtclient - Sample Web Services Client Application

vtclient is a simple vtiger CRM client suitable for mobile devices and other web devices that require simple HTML user interfaces. It is a
sample web services client application written using the PHP client library provided by vtwsclib.

Check out the demo application vtclient here: http://74.201.117.171/vtiger/demo/vtclient/

Please try the web services client library and let us know your feedback.

vtiger CRM is used by thousands of companies all over the world as a means for their daily activities, but it can also work as a powerful and complete educational support as well. For the third consecutive year, vtiger was selected, among all CRM softwares, as the most adequate for the course of “Sistemi per il CRM” at the University of Brescia.

Eugenio Brentari, Professor of the course at the Faculty of Economics and Full Professor at the Department of Quantitive Methods, explains: “I am very satisfied with the choice of vtiger as the software package for the pratical classes of the course. vtiger is a great software: complete and easy to use. It is positively one of the best open source CRM softwares on the market.”

Andrea Alberici, researcher at the University of Brescia and President of the vtiger Partner Studio Synthesis, was selected in order to assist Professor Brentari and to help the students through all the secrets of vtiger. A full installation of vtiger CRM 5.0.4 was offered to the students on an online server so that they could access the system, each with their own account, from virtually everywhere and train themselves alongside with theoretical lectures.

This year, the course includes seminars from industry experts on WebAnalytics, ‘Integration between CRM tools and opensource BI software’, and ‘vtiger and evolutionary ERP’s’.

For further Information please see the blog of the course (www.corsodicrm.org) or write to info@studiosynthesis.biz.

It has been a few weeks since we last posted about the 5.1 progress. Today, we updated our demo site with the latest development build (more details below).  In the last few weeks, we had to slow down on 5.1  because of some customer commitments. On the bright side, that means we have more  enhancements coming into 5.1!

First a Thank you Note:

Today’s update includes some key contributions from our new partner in UK, On Tap Networks. I would like to thank Dan Garner and the team at On Tap for their efforts in ensuring a seamless integration. Features 1-3 below came from OnTap.  I especially like the Layout Editor!

New features:-
1. Layout Editor [Layout Editor.pdf]
2. Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
3. Previous and Next buttons for ease of navigation [Navigation.pdf]
4. Customer portal enhancements [Portal.pdf]

Other features added in previous updates of 5.1:-

* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]
* Popup Reminder for Calendar Events [popupreminder.pdf]
* Multi Currency Support [multicurrency.pdf]
* Duplicate Records Handling [DuplicatesMerging.pdf]
* User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
* Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
* Local Backup Feature [localbackup.pdf]
* ‘Assign to Group’ option during Convert Lead
* Sending mail to Vendors (Similar to Accounts/Contacts/Users)
* Mailing Quote, SO, PO PDF directly similar to Invoice PDF
* Create Product through Quick Create
* Calendar Events filter based on Users

5.1 dev build demo:

Important Note: Following is an intermediate development build of vtiger CRM. So, please do not  use it in production. We are making it available only for community feedback.
5.1 Demo : http://en.vtiger.com/wip
5.1 Customer portal Demo: http://en.vtiger.com/wip/customerportal
5.1 Source available at: http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/

What’s next?

We still have a few weeks of development work in 5.1 including on Asterisk integration, web services API, mobile client, ..etc. After that, we will freeze the code and continue validation for a couple of months. So, while we are not at a point where we can provide a date for the final release, we are definitely making progress towards that!

Please try out the demo and let us know what you think.

A PDF configurator is now available for download at the vtiger forge. It includes a new version of the different PDF generator which also has been posted at the forge .

This provides a simple users interface to make changes to the PDF output without programing. It provides the following features:

• select the language, font type and font size
• select the content of header and footer
• decide which content you want to see in the bodies columns

You may give it a try if you need to modify the PDF output for quotes, orders or invoices in order to fit your company needs.

You can test it at our demo and see screenshots at the vtiger forum.

vtlib 1.2 is now available. This version includes the following:

* APIs to allow setting Default Sharing Access.
* Changes incorporated to provide Custom Field support for new modules.

Kindly look at the documentation to learn about setup required for
Custom Field Setting for newly developed modules and Sharing Access API usage.

Check it out today and keep your feedback posted.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=437

Project URL: http://forge.vtiger.com/projects/vtlib/

vtlib provides API’s which enables writing the module for vtiger easier.

Check the version 1.0 today and provide us the feedback.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=432

Project URL: http://forge.vtiger.com/projects/vtlib